SpaSphere's form builder provides seven distinct element types so you can design intake forms that capture exactly the information your business needs. You can also create reusable sections -- pre-built groups of fields that you insert into multiple forms with a single click. Manage everything from the SpaSphere dashboard.

Why This Matters for Your Spa

Choosing the right field type for each question directly affects the quality of information you collect and how easily your team can act on it. A well-structured form with clear dropdowns and required checkboxes ensures that contraindication screening is thorough -- you will catch medication conflicts, pregnancy, or recent Botox before a client sits in the treatment chair, not after. Structured fields like single choice and multiple choice also make it easy to filter and search client responses later, which matters when an ingredient supplier issues a recall and you need to quickly identify every client who reported a specific allergy. Reusable sections take this a step further by letting you maintain a single source of truth for standard question sets like medical history or emergency contacts. Update one reusable section and every form that references it inherits the change automatically -- critical for staying compliant with evolving health screening requirements without auditing dozens of individual forms.

Available Field Types

Section Title -- a heading or divider that organizes your form into logical groups
Short Answer -- a single-line text input for brief responses like names, email addresses, or phone numbers
Long Answer -- a multi-line text area for detailed responses such as medical history or treatment goals
Dropdown -- a select list where clients pick one option from a predefined set
Single Choice -- radio buttons that let clients choose exactly one option
Multiple Choice -- checkboxes that let clients select one or more options
Paragraph -- an informational text block for instructions, disclaimers, or consent language

No HTML or code needed -- anyone on your team can build forms

Every field type is configured through a visual interface. You set labels, placeholder text, options, and required status using simple form controls -- no coding required. This means your front desk staff or spa manager can create and update intake forms without waiting on a developer, keeping your screening questions current as your service menu evolves.

Configuring Each Field Type

Add a Section Title

Select Section Title from the element picker. Enter the heading text in the text area. This appears as a bold heading in your form and helps clients understand which group of questions they are answering.

Common uses: "Personal Information," "Medical History," "Treatment Preferences," or "Consent and Acknowledgment."

Section Title element configuration with a text area for entering heading text — Section titles visually separate your form into organized groups.

Add a Short Answer field

Select Short Answer from the element picker. Configure:

Required field -- toggle on if this question must be answered
Question / Label -- the text displayed above the input, such as "What is your email address?"
Placeholder text -- hint text shown inside the empty field, such as "john@example.com"

Short answer fields render as a standard single-line text input.

Add a Long Answer field

Select Long Answer from the element picker. The configuration is identical to Short Answer but renders as a multi-line text area, giving clients room to write detailed responses.

Best for open-ended questions like "Please describe any skin concerns or sensitivities" or "Is there anything else your provider should know?"

Add a Dropdown field

Select Dropdown from the element picker. In addition to the label, placeholder, and required toggle, you will see an Options section where you add each choice. Click Add Option to insert additional choices. Each option gets a numbered badge so you can see the order at a glance.

Use dropdowns when you have a long list of choices (such as referral sources or preferred time slots) and want to keep the form compact.

Dropdown element configuration showing label, placeholder, required toggle, and a list of numbered options with add and delete buttons — Add as many options as you need. Clients will select one from the dropdown list.

Add a Single Choice field

Select Single Choice from the element picker. Configure the question label, toggle the required setting, and add your options. This renders as radio buttons, where clients can select only one answer.

Ideal for yes/no questions, preference selections, or any question with mutually exclusive answers like "Is this your first visit? Yes / No."

Add a Multiple Choice field

Select Multiple Choice from the element picker. The configuration mirrors Single Choice, but this renders as checkboxes so clients can select more than one answer.

Great for questions like "Which services are you interested in?" or "Do you have any of the following conditions? (Select all that apply)."

Add a Paragraph block

Select Paragraph from the element picker. Enter your text content in the paragraph content area. This is a display-only block -- clients cannot type into it. Use paragraphs for consent language, instructions, disclaimers, or any informational text you want clients to read.

Paragraph element configuration with a multi-line text area for entering informational content — Paragraph blocks display read-only text, perfect for consent language or instructions.

Setting Fields as Required

Every input field type (Short Answer, Long Answer, Dropdown, Single Choice, and Multiple Choice) includes a Required field toggle at the top of its configuration panel. When enabled, the field label displays a red asterisk in the client-facing form, and clients cannot submit the form without providing a response.

Balance required fields to protect your business without frustrating clients

Requiring too many fields can frustrate clients and increase form abandonment, but requiring too few leaves gaps in your safety screening. Mark fields that are genuinely essential for liability and safety -- medical allergies, current medications, emergency contacts, and consent acknowledgments -- as required. Leave nice-to-have questions like referral source or preferred music optional. This balance protects your business from incomplete health disclosures while keeping the form quick enough that clients finish it before their appointment rather than abandoning it halfway through.

Working with Reusable Sections

Reusable sections are standalone groups of form elements that you can insert into any intake form. When you update a reusable section, the changes flow through to every form that uses it.

Creating a Reusable Section

Navigate to Reusable Sections

Go to Forms in the sidebar and click the Reusable Sections tab. This shows a table of all your existing sections with their name, description, and element count.

Reusable Sections tab showing a table with section names, descriptions, and element counts — The Reusable Sections tab lists all your saved section templates.

Create a new section

Click Add Section. Enter a Section name (required) and an optional Description. Then use the same element picker to add fields to the section. The builder works identically to the intake form builder.

Save the section

Click Create section when you are finished. The section is now available to insert into any intake form.

Inserting a Reusable Section into a Form

When adding an element to an intake form, the element picker includes a Reusable Section option alongside the seven standard field types. Click it to open the section picker, which lists all your available sections with their name, description, and element count. Select a section and click Add Section to insert all its elements into the form.

Reusable sections are read-only in forms -- edit them from the source

Once a reusable section is inserted into an intake form, its elements appear with a "Read-only" badge. To modify these fields, navigate to Forms > Reusable Sections and edit the section there. Your changes will propagate to all forms that reference the section, which means you can update your allergy screening questions or consent language in one place and know that every form across your spa is instantly up to date -- no risk of one form carrying outdated health questions while another has the current version.

Common Form Patterns

Here are some effective form structures used by SpaSphere customers:

New client intake: Section Title ("Personal Info") followed by Short Answer fields for name, email, and phone, then a Section Title ("Medical History") with Long Answer and Multiple Choice fields for health conditions
Treatment consent: A Paragraph block with your consent language, followed by a required Single Choice field ("I agree / I do not agree")
Pre-treatment questionnaire: Short Answer and Single Choice fields specific to the treatment type, set to "Every visit" frequency

How to Use the Form Builder: Field Types and Reusable Sections